Customer Success Manager

Role Overview

As a Customer Success Manager, you will be responsible for fostering intimate relationships and being a trusted advisor to our customers who use our Workflow Solutions. You will visit customers and establish relationships with key partners and user communities to ensure we are delivering the ultimate customer experience.

What You Will Do

You will develop and implement customer success strategy to drive revenue retention, monitor customer health, adoption metrics, renewals, and implementation of customer value plans. You will deliver highly engaging and customised product demos based on user workflow and their requirements.

Why It Might Be a Fit

A CSM’s success will be measured by high value customer engagements, including onboarding activities and various types of trainings/presentations. You will be able to use data to make decisions, understand /interpret data sets to analyse trends, simplify sophisticated problems and express themselves thoughtfully.

Requirements

• 2-3 years of customer success/client relationship experience, pre-sales, or role preferably within a financial data organisation
• Bachelor’s degree or equivalent required, CFA or CFA Candidate/MBA preferred
• Strong financial markets knowledge (includes Equities, FX, Fixed Income, Funds, Macroeconomics)
• Deep understanding of Capital Markets, Investment Advisory/Wealth markets, the role and function of Buy-side/Sell-side analysts, Portfolio Managers, Investment Bankers, Private Bankers, Wealth Managers, the Financial Services Industry and a strong external network
• Strong work experience in client facing roles in account management and/or relationship management roles in Wealth markets and/or Capital markets.
• Experience in on-boarding, set up, training/product demos, resolution and customer concern of issues, client retention.
• Able to use data to make decisions, understand /interpret data sets to analyse trends, simplify sophisticated problems and express themselves thoughtfully
• Excellent communication and presentation skills while being flexible depending on audience (C-Level / Leadership / Team)
• Ability to adapt in a fast-paced environment and rapidly-changing market
• Proactive and positive demeanour as well as Growth mindset, has a steadfast approach to increase customer satisfaction and deepen relationships
• Proven track record and passion for driving outcomes

Benefits

• Healthcare
• Retirement planning
• Paid volunteering days
• Wellbeing initiatives